Customer Success Specialist

Posted Yesterday
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Chennai, Tamil Nadu, IND
In-Office
Entry level
AdTech • Marketing Tech • Software • Analytics
The Role
Own a portfolio of post-onboarding SaaS customer accounts, build stakeholder relationships, segment accounts by health and lifecycle, reduce churn, drive renewals and expansion, and report on customer success metrics. The role requires analyzing product usage and account health, conducting proactive outreach, communicating business outcomes, and partnering with Sales on upsell and cross-sell opportunities.
Summary Generated by Built In

About the company


We are no giants or avengers, we’re just a small team whose mission and vision is to help SMB marketers to navigate their marketing strategies with zero obstacles. We began by solving our marketing hiccups and now using our CustomerLabs Customer Data Platform, we ended up solving all SMB marketers' problems. Now, we are the official (marketing) wingmen for more than 1600 companies and we’ve learned and grown together in this journey. And we made sure, this environment lets the teamwork be relaxed, flexible, and with utmost freedom to jam ideas and thoughts with no inhibitions and hesitations. 



Key Responsibilities


Account ownership

  • Own and manage all accounts in the CSM portfolio as the main strategic contact after onboarding.

  • Build trusted relationships with customer stakeholders, from marketing managers to business owners.

Cohorting and proactive outreach

  • Group accounts into cohorts by health, usage, revenue, lifecycle stage and risk signals.

  • Plan and run outreach for each cohort:based on the industry, campaign adoption and renewal conversations.

Churn management

  • Keep churn within 5% by spotting at-risk accounts early and running recovery plans.

  • Track leading indicators such as drops in event volume, destination errors, falling logins and billing issues, and act before an account churns.

Account health and quadrant movement

  • Move accounts up the account health quadrant, for example from low engagement or low value to high engagement and high value.

  • Set a clear success plan for each account, with milestones that move it to the next quadrant.

Revenue growth

  • Grow existing revenue by 5% quarter on quarter through upsells, cross-sells, plan upgrades and wider product adoption.

  • Find expansion opportunities and work with Sales to close them.

Analytics and reporting

  • Use data to understand account health, product usage and the value customers get from CustomerLabs.

  • Report on churn, net revenue retention (NRR), quadrant movement and cohort performance to leadership.

Customer communication

  • Write clear, professional emails for updates, escalations, renewals and business reviews.

  • Turn technical and data concepts into business outcomes that customers understand.


What We're Looking For


  • Strong analytical skills. You're comfortable with spreadsheets and dashboards, and ideally Analytical tools. You make decisions from data.

  • Experience with multiple CRMs such as HubSpot, Salesforce, Zoho, Freshsales or LeadSquared.

  • Good understanding of Meta Ads and Google Ads, including campaigns, conversion tracking, pixels, the Conversions API (CAPI) and audience targeting.

  • A record of managing churn and growing revenue in a SaaS or B2B setting.

  • Excellent written communication, especially email.

  • Strong ownership, the ability to prioritise across a large portfolio, and a customer-first mindset.


Nice to Have


  • Experience with a customer data platform (CDP), a marketing technology product or an analytics product.

  • Familiarity with ecommerce platforms such as Shopify or WooCommerce.

  • Experience working with customers in India, US,  Europe.


Success Metrics (KPIs)


​

Metric

Target

Churn rate

≤ 5%

Existing revenue growth

+5% quarter on quarter

Account quadrant movement

Accounts moved to a higher health quadrant each quarter

Cohort outreach coverage

100% of the portfolio reached on cadence


Why CustomerLabs?

Welcome to the Average Kootam —  A place where you’re trusted to own your work, make decisions, learn from the experience, and keep moving forward. You’ll know what you’re working towards, have the freedom to grow into bigger responsibilities, and see the impact of what you do. Teams here don’t work in isolation Sales, Marketing, Design, Engineering, and others work closely, challenge ideas, and build better things together. And when we’re not building, we make time to learn, connect, have fun, and bring the whole Kootam together.


Wanna know more about us? Connect with us:

 

We're active on LinkedIn, Instagram talking about what we do at CustomerLabs.


Would you like to know our stories? Catch up on what we're up to on the LinkedIn page of our HR Team - Devarshini, Aswin, Kunguma! Take a sneak peek at our behind the scenes fun at our team-run Instagram page. 


  Want to bypass all this and get a coffee with us at our office? Let us know here!



Skills Required

  • Strong analytical skills and comfort using spreadsheets, dashboards, and analytical tools
  • Experience with CRM platforms such as HubSpot, Salesforce, Zoho, Freshsales, or LeadSquared
  • Understanding of Meta Ads and Google Ads, including campaigns, conversion tracking, pixels, Conversions API, and audience targeting
  • Demonstrated experience managing churn and growing revenue in a SaaS or B2B setting
  • Excellent written communication, especially email
  • Strong ownership, prioritization, and customer-first mindset
  • Experience with a customer data platform, marketing technology product, or analytics product
  • Familiarity with Shopify or WooCommerce
  • Experience working with customers in India, the United States, or Europe
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The Company
46 Employees
Year Founded: 2013

What We Do

CustomerLabs is a B2B SaaS company providing a customer data and first-party data operations platform for marketers. Its technology captures, transforms, unifies, and activates customer signals from websites, apps, servers, CRMs, and commerce systems, then sends them to advertising and analytics platforms. The company helps e-commerce, lead-generation, and agency teams improve attribution, audience matching, personalization, privacy controls, and campaign performance.

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